At PEOPLES INVESTMENTS* we are understanding of our customers needs and seek to integrate the best financial plan. As a community investment group, we realize the importance of a trusting relationship with our clients and strive to provide our customers with the appropriate knowledge for their investment decisions.

From conservative to Tax-advantages, we offer our clients an assortment of quality investment products and services.

Tax-advantaged investingAre you paying too much in Taxes?

We have strategies designed to help reduce your Estate and Income Taxes in cooperation with your CPA or Tax Attorney.

College PlanningWondering how will you cover your child’s college education?

We offer savings and growth opportunities as well as Education IRA’s.

Small Business Retirement PlansAre you a small business owner who is concerned about retirement?

We can eliminate this worry by setting up a plan such as 401k, Simple IRA’s or SEP IRA’s.

Individual Retirement AccountsWill you have to work into your 70’s, or do you desire a strategy that will help you to retire early?

We offer Traditional IRA’s, Roth IRA’s and other investment products to help you reach your goal.

We also specialize in:

• Annuities
• Mutual Funds
• Rollovers and Transfers

For further information about these products or service,
call Wendi at (864) 261-6532.

*Investment and insurance products offered through Sorrento Pacific Financial, LLC, (SPF) a registered broker-dealer and SIPC/FINRA member firm not affiliated with The Peoples Bank. Investment Representative registered through SPF and employed by THE PEOPLES BANK.

Investment Services are; not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, THE PEOPLES BANK; subject to investment risks, including possible loss of principal amount invested.